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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Eventide Balanced Fund
Price$13.92
Change-$0.35 (-2.45%)
VolumeN/A
Net Assets383.37M
CLBFX vs ETNMX Comparison Chart
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CLBFX vs. ETNMX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Hold and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. ETNMX (383M). CLBFX pays higher dividends than ETNMX: CLBFX (2.14) vs ETNMX (1.78). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (43.00). CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.32 vs. CLBFX (1.49). ETNMX return over 5 years is better than : 56.31 vs. CLBFX (49.30).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.68 | 1.02 | 67% |
| Annual Report Gross Expense Ratio | 0.68 | 1.09 | 62% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -2.116 | 1.039 | -204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 383M | 61,358% |
| Annual Yield % from dividends | 2.14 | 1.78 | 121% |
| Returns for 1 year | 1.49 | 5.32 | 28% |
| Returns for 3 years | 10.84 | 11.49 | 94% |
| Returns for 5 years | 49.30 | 56.31 | 88% |
| Returns for 10 years | 62.85 | N/A | - |
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